Built by underwriters.
Run your whole book on it.
FluidTasks is the operating system for MGAs, brokers, and insurers — underwriting, claims, billing, and CRM in one platform, so your team captures data once and moves on.
Go to market faster
Receive premiums on time
End duplicate data entry
Trusted by brokers & underwriters across Southern Africa
First Sun Alliance
Broksurer Insurance BrokersWonayi Multiple Insurance AgentsFirst Sun AllianceBroksurer Insurance BrokersWonayi Multiple Insurance AgentsFirst Sun AllianceBroksurer Insurance BrokersWonayi Multiple Insurance AgentsUnderwriters shouldn't capture the same thing twice
Quality submissions come in once, and FluidTasks bridges underwriting, claims, and accounting automatically from there.
Every module. One data model.
Click through the platform the way your team will use it — each module below shares the same customers, policies, and money.
What running FluidTasks actually changes
Three brokerages, three very different starting points — the same pattern of hours reclaimed and customers retained.
Enterprise cloud, built for insurance-grade trust
FluidTasks runs on Microsoft Azure, following the Well-Architected Framework — layered, tenant-isolated, and monitored around the clock.